Previous close | 19.31 |
YTD return | -0.26% |
Expense ratio (net) | 1.24% |
Category | World Large-Stock Blend |
Last cap gain | 7.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | High |
Sustainability rating |
Net assets | 230.82M |
Beta (5Y monthly) | 1.03 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 42.83% |
Last dividend | 0.10 |
Average for category | N/A |
Inception date | 30 Jun 1997 |
Take a look at these three top-ranked, best-performing and well-managed mutual funds if you're looking to maximize your retirement portfolio returns.